CIK: 0001633869
申報總市值
US$4.7億
僅顯示前 200 大持股（共 438 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | 股票-科技 | 3.23% | — | +0.43% | |
| 2 | WM | Waste Management INC | 股票-工業 | 2.98% | — | -1.00% | |
| 3 | DE | Deere & Co | 股票-工業 | 2.84% | — | -2.12% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.66% | — | +1901.44% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.65% | — | -0.55% | |
| 6 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.65% | — | +3.44% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | — | +0.02% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.53% | — | +0.00% | |
| 9 | PSA | Public Storage | 股票-房地產 | 2.46% | — | +3.10% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.41% | — | +2.70% | |
| 11 | AWK | American Water Works Co INC | 股票-公用事業 | 2.38% | — | +1.23% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 2.34% | — | -0.34% | |
| 13 | UL | Unilever PLC | 股票-非循環性消費 | 2.31% | — | +3.32% | |
| 14 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 2.28% | — | +1.60% | |
| 15 | AKX | Ansys INC | 股票-其他 | 2.26% | — | +0.34% | |
| 16 | NUE | Nucor CORP | 股票-原物料 | 2.25% | — | -1.82% | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 2.08% | — | +1.75% | |
| 18 | PFE | Pfizer INC | 股票-醫療保健 | 2.06% | — | +1.49% | |
| 19 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 1.98% | — | +1.71% | |
| 20 | BMI | Badger Meter INC | 股票-科技 | 1.93% | — | +1.52% | |
| 21 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.84% | — | -4.23% | |
| 22 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.80% | — | +0.75% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 1.79% | — | -0.25% | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.62% | — | +0.89% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.62% | — | +0.34% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.54% | — | +1.35% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.53% | — | +1.12% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 1.52% | — | +0.33% | |
| 29 | EQIX | Equinix INC | 股票-房地產 | 1.48% | — | +2.12% | |
| 30 | AAPL | Apple INC | 股票-科技 | 1.44% | — | -1.89% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.38% | — | +1.51% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | — | -0.42% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.16% | — | +3.02% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.15% | — | +1.42% | |
| 35 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.15% | — | +1.27% | |
| 36 | CLX | Clorox Company | 股票-非循環性消費 | 1.14% | — | +2.42% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | — | +3.12% | |
| 38 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 1.08% | — | +0.45% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | — | +2.36% | |
| 40 | EA | Electronic Arts INC | 股票-通訊服務 | 1.05% | — | -1.60% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.95% | — | +2.98% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.94% | — | -2.08% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | +5.76% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | -2.16% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.86% | — | -0.19% | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.86% | — | -0.12% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.79% | — | -0.73% | |
| 48 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.75% | — | +2.80% | |
| 49 | FDS | Factset Research Systems INC | 股票-金融 | 0.61% | — | -0.38% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.56% | — | +11.36% |